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Great Ideas to Consider During Retirement

May 23, 2019 by Hans Blake, CFA, CPA

Reading Time: 1 minute

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on great ideas to consider during retirement. During this episode, Bev encourages us to view retirement as a new phase, and she provides lists of various jobs and volunteer work ideas for retirees. She stresses finding a profession that sparks joy and excitement instead of the primary objective being money. Our previous podcasts with Bev highlighted Should Financial Advisors Become Life Coaches and Why Retirement Shouldn’t Be Your Only Goal.

We’ll be interviewing Beverly on several podcasts regarding behavioral finance, and the emotional journeys one can embark on during retirement, so be sure to subscribe to our Intelligent Money Minute podcasts.

Beverly Flaxington, American businesswoman and founder of The Collaborative, holds the trademarked moniker, Human Behavior Coach®. She received this title for her years in professional consulting and the human behavior development industry. Also, Flaxington has authored seven books on personal and professional development.

Beverly Flaxington Bio

In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.

Bev has created a number of proprietary approaches to changing human behavior and helping companies reach excellence. In addition, she blogs for Psychology Today and answers human-related questions in Advisor Perspectives Magazine.

In 1995, Bev co-founded The Collaborative, a sales and marketing consultancy. The firm provides strategic and tactical support to help financial services and wealth management firms reach higher levels of effectiveness. The Collaborative specializes in delivering effective coaching, training, and proprietary consulting services. In 2008, the firm launched a new online portal, AdvisorsTrustedAdvisor.com.

The Power of Passive Investing

May 15, 2019 by Hans Blake, CFA, CPA

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Reading Time: 2 minutes

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the power of passive investing. During this episode, Rick defines passive investing and why the biggest investing hurdle is not the market, but ourselves. He highlights the value of spreading risks and rewards in a portfolio rather than attempting to beat the market. At Intelligent Investing we believe in the following portfolio practices: asset allocation, diversification, and rebalancing. You can read more about our wealth management philosophy here.

We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts.

Rick Ferri is a fellow CFA Charterholder, Marine veteran, author, and owner of Ferri Investment Solutions. He continues to write books and articles, provide educational webinars, and teach financial lectures.

Rick Ferri Bio

Rick Ferri earned a B.S. in Business Administration and an M.S. in Finance. He also holds a Chartered Financial Analyst (CFA) charter through the CFA Institute. After college, Rick served as a U.S. Marine Corps officer and fighter pilot for 20 years of active duty and reserve service.

Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals. He landed in the brokerage industry in 1989 where he learned the wrong way to invest. As a result of 10 frustrating years, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Rick left the firm a few years ago and is no longer an owner.

Ferri Investment Solutions is Rick’s new firm. This modern concept provides even greater value to investors by “unbundling” adviser services whereby clients pay only for the time it takes to assist them. In addition, Rick’s industry consulting firm helps other advisers build their investment practices, and he has launched Core-4 Portfolios to provide simple model portfolios for use by a wide variety of investors.

The Legacy of Jack Bogle

May 8, 2019 by Hans Blake, CFA, CPA

Podcast: Play in new window | Download

Reading Time: 2 minutes

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the legacy of Jack Bogle. Rick first met Jack Bogle at a Boglehead’s forum. During this episode, Rick recounts his personal interaction with Jack, and how he left a lasting impression. One quality that stood out to Rick was Jack’s goal in life. Rick says, “Jack’s goal in life wasn’t to make money, but to make a difference.” Jack Bogle understood why he did what he did because of his core values. At Intelligent Investing, we have our core values listed on our site to be transparent about our “Why?” You can read those here. Be sure to also read our previous blog we wrote about a note we received from Jack Bogle.

We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts.

Rick Ferri Bio

Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals. He landed in the brokerage industry in 1989 where he learned the wrong way to invest. After 10 years of frustration, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Rick left the firm a few years ago and is no longer an owner.

May 3, 2019- FFN@N (Daboeconomics is Real)

May 3, 2019 by Hans Blake, CFA, CPA

Topic

On Friday, May 3rd, 2019, Intelligent Investing hosted Tajh Boyd, former All American from Clemson University, and David Engel, CFA, to learn about investing opportunities in the Clemson area. The “Daboeconomics is Real” luncheon was held at CityRange Steakhouse in Greenville, SC. Click here to visit the Tajh Boyd Foundation website. Click here to visit the Lakeside Lodge Clemson website. Below are the pictures from the event:

Tajh Boyd Bio

Clemson All-American and former pro quarterback, philanthropist, and Clemson luminary Tajh Boyd has a well-earned reputation for getting things done. Tajh’s transition into the business world follows an athletic career defined by tenacity and bolstered by a collection of hard-earned victories. Now serving as Head of Sales at Lakeside Lodge Clemson, Tajh takes pride in employing his charisma and trademark determination to pair his clients with their perfect luxury vacation home. In his spare time, he runs the Tajh Boyd Foundation, an organization empowering and enabling youth in South Carolina to overcome adversity through education, mentoring and character development.

David Engel, CFA Bio

David Engel serves as Senior VP of Equity Investment and Debt Placement for Serrus Capital Partners Inc., a leading real estate investment company located in Greenville, SC. David serves as a Principal and shareholder of P&V Partners and Engel Capital Advisors, and has completed dozens of debt and equity private placements totaling in excess of $200 million in a variety of industries. David previously was a Principal and shareholder, and founding employee of Homrich Berg Wealth Management, a Barron’s Top 50 Wealth Management firm in Atlanta, Georgia, with assets under management in excess of over $5 billion.

David is a Chartered Financial Analyst “CFA” and a member of the CFA Institute and the South Carolina Society of Chartered Financial Analysts. David earned his Bachelors of Science in Mathematics, and a Masters of Business Administration with a concentration in finance from the University of South Carolina.

Emotionally Transitioning Into Retirement

May 2, 2019 by Hans Blake, CFA, CPA

Podcast: Play in new window | Download

Reading Time: 1 minute

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning into retirement. During this episode, Bev reflects on her mother’s transition from a full-time career to retirement, and the toll it took on her. Many don’t realize the significant emotional component that comes with retiring. Bev provides valuable insight on how one can better prepare for the next phase. Our previous podcasts with Bev highlighted Why Retirement Shouldn’t Be Your Only Goal and Great Ideas to Consider During Retirement.

Beverly Flaxington Bio

In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.

Why Retirement Shouldn’t Be Your Only Goal.

April 24, 2019 by Hans Blake, CFA, CPA

Podcast: Play in new window | Download

Reading Time: 1 minute

Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on why retirement shouldn’t be your only goal. Many advisors make the mistake of solely focusing on their clients’ retirement while glossing over the decades still to come. During the interview, Bev identifies common oversights in financial planning and how to avoid them. Our previous podcasts with Bev highlighted The Value of Knowing Why and How People Think and Should Financial Advisors Become Life Coaches.

Beverly Flaxington Bio

In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.

Should Financial Advisors Become Life Coaches?

April 17, 2019 by Hans Blake, CFA, CPA

Podcast: Play in new window | Download

Reading Time: 1 minute

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider becoming life coaches. Bev encourages every advisor to display intellectual curiosity and sincere interest towards their clientele. This can be done by asking surface-penetrating questions in order to better understand a client’s emotions. During this episode, Bev stresses the value of stepping back and not becoming defensive in your responses. If you want to learn more about behavioral finance, check out these informative videos on our website.

Beverly Flaxington Bio

In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.

April 5, 2019- FFN@N (The Advantages of Using a Local Banker)

April 5, 2019 by Hans Blake, CFA, CPA

Topic

On April 5th, Derek Horton, a local banker from Southern First presented to the guests of Intelligent Investing on the advantages of working with a local banker. Southern First has approximately $1.9 billion in assets and established in Greenville in 1999. They have since expanded into Columbia, Charleston, Raleigh, Atlanta, Greensboro, and Summerville. Here are some photos from the event.

Derek Horton Bio

Derek Horton is a Mortgage Executive with Southern First Bank. He and his team focus on creating an outstanding experience for each client looking to buy or build a home. With their client first model, the Southern First Mortgage team has been ranked among the highest in overall client satisfaction from year to year. Derek is actively involved in the community as the Chair of Opportunity Greenville and also is a member of the Downtown Rotary Club. He previously served from 2012-2017 as Commissioner of the Fire & Police Practices Commission for the City of Greenville. Derek enjoys traveling with his wife and exercising in his free time.

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Beverly Flaxington Bio

Rick Ferri Bio

Rick Ferri Bio

Topic

Tajh Boyd Bio

David Engel, CFA Bio

Beverly Flaxington Bio

Beverly Flaxington Bio

Beverly Flaxington Bio

Topic

Derek Horton Bio

First Friday Networking at Noon (RSVP)